The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? Welp, that’s kind of short-ranged! How about, planning to buy a house in the next five years? Or a farm in the next 10 years! That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

CFO Dive

JULY 10, 2024

A decline in the Federal Reserve’s preferred inflation measure to 2.6% has prompted policymakers to focus more on the cooling job market, Fed Chair Jerome Powell said.

Marketing 269

Marketing 269

Navigator SAP

JULY 12, 2024

What do Coca-Cola drinks, Skull Candy headphones, Rothy’s shoes, uni-ball pens and Harry’s shaving supplies all have in common? The companies behind these products all rely on ERP software for the development, manufacturing, distribution and sales of their popular consumer products.

Manufacturing 248

Manufacturing Sales 248

Barry Ritholtz

JULY 7, 2024

@TBPInvictus here If you’re tired of California-minimum-wage-and-its-impact-on-limited-service-restaurant-employment stories, I understand. Leave this page immediately. I’m tired of it, too, but some stories are so factually challenged that they demand a response. So, allow me to address a hot mess of a story that appeared recently in the California Globe.

Math 134

Math Numbers Data Analysis Marketing 134

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Leadership

Global Finance

JULY 31, 2024

Mastercard has issued a call to action for financial technology companies to solve financial issues in the Caribbean. In return, Mastercard offers expertise in complying with regional regulations, market entrance and the ability to license and certify products. “We’re more a network that enables various fintech to introduce new products into the market within the context of local regulations,” Mastercard’s country manager for Barbados, Jamaica, Trinidad & Tobago and the Eastern Caribbean, Da

Compliance 124

Compliance Banking Finance Technology 124

Tips Watch

JULY 18, 2024

By David Enna, Tipswatch.com I am writing this after an evening out in Biella, Italy, and while struggling with rather weak Internet. So this is going to be brief. The U.S.

Treasury 100

Treasury Finance Investments 100

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax. However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage.

Planning 98

Planning Numbers 98

Bramasol

JULY 16, 2024

With each quarterly earnings announcement showing dramatic increases in cloud ERP revenue, SAP’s strategic shift to S/4HANA cloud services is clearly now in full swing. In Q1 2024, revenue from the Cloud ERP Suite was up 32% and reached $3.48 billion US, marking nine straight quarters of 30%-plus growth. Among the many benefits of moving to cloud, such as cost savings, scalability, data uniformity, etc., another big advantage is the opportunity to reduce your existing "Digital Debt" as part of t

SAP 91

SAP Reconciliations Leverage Prioritization 91

Future CFO

JULY 24, 2024

Financial operations, a management practice promoting shared responsibility for an organisation's cloud computing infrastructure and costs, has been rapidly developing, with established vendors from various management disciplines and new specialised start-ups, according to a recent research by independent analyst and consultancy firm Omdia. The study indicates that the cloud has experienced significant growth in both scope and scale over recent years, as numerous organisations turn to leverage i

Cost Management 105

Cost Management Forecasting Leverage Startups 105

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By ditching paper and manual checklists, UNIFY embraced ART’s cloud-based solution for seamless automation. The robust dashboards, exception reports, and completion date reports allowed the team to easily track progress and resolve bottlenecks. ART’s flexible access for auditors ensured tight deadlines were met effortlessly. With competitive pricing and a rapid setup, ART cut costs and minimized disruptions, enabling UNIFY’s team to concentrate on high-impact tasks.

Concentration

CFO Dive

JULY 12, 2024

The latest CashPro platform update is designed to better address transaction-related inquiries — one of the top reasons business customers call and email the bank.

Banking 280

Banking 280

Navigator SAP

JULY 3, 2024

The value of an enterprise resource planning solution (ERP) over standalone business software is the centrality of data and the ability to use this combined data for insight and process automation. For the SAP S/4HANA Cloud Public Edition ERP, integrations and the SAP BTP Integration Suite play a key role in making that possible. An ERP serves as the central nervous system for a business, encompassing and connecting all the various business functions inside and outside of an organization.

SAP 251

SAP Manufacturing Planning Technology 251

Global Finance

JULY 25, 2024

Oman is on course to become the first Gulf Cooperation Council (GCC) state to introduce a personal income tax as the sultanate ramps up efforts to boost revenue and diversify its economy away from hydrocarbons. The draft law, approved by Oman’s Parliament in July, has been sent to the State Council for final approval, a decision analysts say is highly anticipated.

Budgeting 119

Budgeting Economics Forecasting Planning 119

Nerd's Eye View

JULY 31, 2024

For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.

Auditing 98

Auditing Compliance Advertising Communication 98

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

Join Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms for an informational webinar about how to select the ideal payments provider for your platform! This session highlights the 7 key criteria for assessing payments partners and maximizing the value of your investment. From evaluating technology and business development programs to understanding support and compliance, this webinar will equip you with a comprehensive evaluation framework and strategy for

Compliance

The Charity CFO

JULY 30, 2024

We have an exciting conversation planned today with Alyssia Palacios-Woods, Executive Director at Capital IDEA in Austin, TX joins us. Like most, Alyssia’s journey didn’t finish the way she started. Originally in design and advertising, she decided that utilizing her skill sets to help people (and value helping people), was closer to what she wanted to do.

Nonprofit 98

Nonprofit Leadership Education CFO 98

Future CFO

JULY 21, 2024

Given the advent of artificial intelligence and machine learning, the accounting profession faces challenges in talent as it continues to navigate its way around digitisation and shifts in the market. It is why the accounting profession is in need to keep up with the technological trends and not be caught off guard by the hurdles on the way, fully understanding the weight and importance of upskilling and reskilling.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

CFO Dive

JULY 19, 2024

U.S. businesses must begin scenario planning ahead of the presidential election to avoid being caught off guard by sudden shifts in tax policy, KPMG’s Rema Serafi writes.

Finance 262

Finance Planning 262

Navigator SAP

JULY 16, 2024

Imagine the daily struggle of managing supplier interactions – endless email threads, chasing down purchase orders (POs), manually updating spreadsheets, and the constant worry of errors and delays. This traditional approach to procurement is not only time-consuming and frustrating, but it also introduces unnecessary risks and inefficiencies into your supply chain.

SAP 218

SAP 218

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Uncover the latest trends in expense management for small and medium-sized businesses. Our 5th Annual Trends Survey reveals that corporate card use is skyrocketing, but expense software isn't keeping up. This mismatch is creating real challenges for finance teams, who now take an average of 14 days to close their books. Travel policies are shifting to accommodate hybrid work, but many companies are struggling with off-tool bookings.

Finance

Global Finance

JULY 25, 2024

The Philippines is looking to Japan to partially finance its ballooning debt as Manila moves to strengthen ties between the two countries. The Department of Finance (DoF) says it is exploring issuing yen-denominated, or samurai bonds alongside or in place of conventional US-dollar bond issuance. Government debt has mushroomed in recent years, hitting 15.3 trillion pesos—around $264 billion in May—according to Bureau of the Treasury estimates.

Treasury 117

Treasury Finance Banking Securities 117

Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis. And while individual advisors running solo firms are often able to intuitively sense when they're delivering their best, as they grow and scale their firms, that same advisor eventually goes from individually 'owning' every client relationship to sharing the workload with first

Communication 98

Communication Prioritization Healthcare Planning 98

Barry Ritholtz

JULY 6, 2024

Source: New York Times The NYT: The final votes in Britain’s parliamentary elections are still being counted, but one thing is crystal clear: After 14 years in power, the Conservative Party is out. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history. Several prominent figures — including former Prime Minister Liz Truss — lost their seats.

98

98

Future CFO

JULY 15, 2024

It is undeniable that the Finance function is in dire need to keep up with the technological advancements to meet the demand of the market, and one of the things in the to-do list is upskilling its people. A recent Gartner survey revealed that finance leaders think artificial intelligence, particularly GenAI, is set to impact organisational functions, as there are high levels of uncertainty among finance executives regarding the challenges surrounding the implementation of GenAI.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

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Gearing up for 2025 annual planning? Our latest eBook from the Operators Guild is your ultimate guide. Discover real-world solutions and best practices shared by top CFOs, drawn directly from discussions within OG’s vibrant online community. Learn from senior executives at high-growth tech startups as they outline financial planning strategies, align CEO and board goals, and coordinate budgets across departments.

Startups

CFO Dive

JULY 19, 2024

CFOs gauging the return on investment from generative artificial intelligence are trying to map fuzzy terrain, according to financial executives and AI experts.

Investments 269

Investments 269

Navigator SAP

JULY 30, 2024

Keeping your company's finances in check can feel like a tightrope walk, but mastering treasury and working capital management can keep you balanced. Enter treasury and working capital management – the dynamic duo that ensures your company’s cash flow is steady, risks are minimized, and your financial health is top-notch. SAP’s Treasury Management solutions are here to make this a breeze.

Treasury 197

Treasury Leverage SAP Finance 197

Global Finance

JULY 31, 2024

Facing looming 5G spectrum financing and rock-bottom data prices, Vodafone gets creative with alternative funding options. Numerous Indian companies and multinational subsidiaries in India are heading for IPOs in the next few months, as funding capital projects amid India’s infrastructure boom takes precedence over other corporate finance activities.

Corporate Finance 116

Corporate Finance Finance Sales Planning 116

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional assets from new and existing clients.

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Finance